portrait of Cody E Azzi
FINANCIAL ADVISOR

Cody E Azzi

CFP®, ChFC®, CIMA®, CLU®, AAMS™
1172 SW 30th Street Ste 3, Palm City, FL 34990opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Wealth Strategies
  • Information Technology Professionals
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CIMA®

    Certified Investment Management Analyst®

  • CLU®

    Chartered Life Underwriter®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Golfing
  • Cooking
  • Traveling
  • Pickleball
  • Spending Time with Family

Team Members

  • Liz Sozio
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends

Phone

(772) 219-4454

Fax

(877) 565-9155

Office Address

1172 SW 30th Street Ste 3
Palm City, FL 34990opens in a new window

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